+82.7%
O vs MUB
+21.7%
+61.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.9% |
| 7D | +3.5% | +0.6% | +2.9% | +2.3% |
| 30D | +10.4% | +3.4% | +7.0% | +3.5% |
| 3M | -2.4% | -0.7% | -1.7% | -1.1% |
| 6M | -1.2% | -1.0% | -0.2% | +0.7% |
| YTD | +10.4% | 0.0% | +10.4% | +10.4% |
| 1Y | +11.4% | +0.4% | +11.1% | +10.6% |
| 3Y | +40.4% | +10.5% | +29.9% | +15.2% |
| 5Y | +12.1% | +3.1% | +9.1% | +6.6% |
| 10Y | +82.7% | +22.0% | +60.7% | +30.8% |
| All | +82.7% | +21.7% | +61.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling